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At Becker and Cheng Wealth Group, we draw on the diverse experience and perspective each of us brings to the team to develop the very best strategies. We built our practice with one all-encompassing, guiding question: If we were a client, what would we want to experience? We found the answer in the form of the “4 E’s” and they serve as the foundation of our practice.
Although we each hold top industry designations, continual learning remains a top priority for our team. We continue to elevate our education so that we can learn more, grow more, and accomplish more for our clients.
We never take the trust you place in our team for granted. In all professional and personal dealings, we hold ourselves to the highest moral and ethical standards.
We believe that true wisdom is gained from experience. Our team possesses more than a century of combined experiences, skills, and perspectives, all of which shape our approach to your wealth.
Our team recognizes that we don’t all think the same. We pride ourselves on combating bias and embracing diverse perspectives, within both our team and our client base.
Senior Portfolio Manager & Wealth Advisor
Gwen has been empowering clients to reach their goals on their respective financial journeys for over 40 years. Leveraging decades of experience in private banking, mortgages, small business and agricultural lending, investment counselling, and wealth planning, Gwen set out to build a boutique practice, with a “family office” style approach, backed by the strength and breadth of Canada’s largest financial institution.
Now, as a senior portfolio manager and wealth advisor for Becker and Cheng Wealth Group, Gwen specializes in providing personalized wealth management and investment solutions for affluent individuals and families. Recognized for her exceptional collaborative approach and capital markets expertise, she helps our clients achieve complete financial peace of mind.
A firm believer in empowerment through education, Gwen has obtained the highest industry designations, including the Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Fellow of the Canadian Securities Institute (FCSI) designations. She is also life insurance licensed.
True to her personal motto to “never stop giving,” Gwen continually gives back to the community through numerous Calgary-based philanthropic associations. A resident expert in educating women about finance, she founded and has served as chair for Women Investing In Knowledge (WINK), and she takes great pride in offering expert financial guidance to women experiencing major life events. For over 20 years, she has been part of the Calgary Flames Ambassadors and has served on the board for 17 years.
Born and raised on a remote farm in Bear Canyon, part of the Peace River block, Gwen enjoys being outdoors; her favourite activities include golfing, long-distance running, and surfing. She is married with three adult sons and nine grandchildren.
Daniel offers clients total financial empowerment through a rigorous and disciplined investment approach that is typically only available to large institutions and funds. Formerly the lead portfolio manager for a top-ranked Canadian dividend fund, a small-cap fund, and an energy fund, Daniel leverages 20 years of extensive experience that includes investment banking and equity research to protect and grow the wealth of our clients.
As senior portfolio manager and wealth advisor for Becker and Cheng Wealth Group, Daniel takes immense pride in helping clients fulfill their life goals. With an income-oriented and risk-managed dividend growth style, Daniel skillfully guides our clients through various life stages by providing them with unbiased wealth management counsel and personalized portfolio management.
In addition to his Bachelor of Commerce degree from the University of Calgary’s Haskayne School of Business, Dan holds the most esteemed designations in the industry, including Chartered Financial Analyst (CFA), Fellow of the Canadian Securities Institute (FCSI), and Responsible Investment Advisor Certification (RIAC). He is also life insurance licensed, allowing him to provide a comprehensive approach to estate protection and preservation strategies.
Daniel is a huge advocate for being actively involved in the community and serves on the boards of several local organizations, including the Wing Kei Care Centre and the Luna Child and Youth Advocacy Centre, where he serves on the board of directors. Daniel is also a student mentor for the University of Calgary’s Calgary Portfolio Management Trust (CPMT) program is co-chair of the Up the Down Dinner in support of the Down Syndrome Resource Foundation, which he has supported for more than 10 years. To further his knowledge and skills in this area, Daniel has completed the Institute of Corporate Directors – Rotman Governance Essentials Program.
A lifelong Calgarian, Daniel takes full advantage of the nearby mountains during ski season. In the warmer months, you can find him outside either on the tennis court or cycling. He also loves to spend quality time with his wife and two young daughters.
Associate Wealth & Investment Advisor
Decades of experience in the financial services industry have given Lana well-rounded knowledge of all aspects of wealth management. Having worked exclusively with private, highly affluent clients since 1991, Lana holds a sophisticated understanding of the most complex wealth needs.
Today, as an associate wealth advisor for Becker and Cheng Wealth Group, Lana leverages her extensive financial experience to empower clients with confidence, clarity, and peace of mind. Acting as a liaison between clients, professional services, and the specialists within RBC, she expertly facilitates the many moving parts of a comprehensive wealth plan.
As a licensed associate, Lana brings a high-level, big-picture approach to address clients’ evolving needs. With a strong focus on wealth management, she provides valuable oversight and support, conducting portfolio reviews, file updates, and financial planning.
Known for her thorough attention to detail and growth mindset, Lana is held in high regard by clients for her well-informed financial perspective, backed by some of the top designations of the industry, including the Certified Financial Planner (CFP) designation. Lana loves nothing more than to help clients achieve success, whether it’s by developing a strong financial plan for them or by connecting them with relevant experts.
When she’s not in the office, Lana enjoys outdoor pursuits – golfing, gardening, travelling – and spending time with friends and family.
Associate Investment Advisor
With a passion for markets, investing, and personal finance, Graham draws on over 15 years of experience in global capital markets. He previously worked in investment banking and equity research at one of the largest independent research providers as well as one of Canada’s largest financial institutions. In addition, Graham spent over a decade working in investor relations and corporate planning for one of Canada’s largest integrated energy companies.
Today, Graham is focused on investment strategy and portfolio management at Becker and Cheng Wealth Group. Born and raised in Calgary, Graham completed his Bachelor of Commerce (Finance) from the University of Calgary’s Haskayne School of Business. There, he participated in The Calgary Portfolio Management Trust (CPMT) Program, a specialized program for select students to manage a real money portfolio of North American Equities. Graham is a Chartered Financial Analyst (CFA) charterholder.
In his spare time, Graham enjoys golf, baseball, traveling, and spending time with his wife and two young sons.
Associate Advisor
For almost a decade, Edward has broadened his expertise in investment management and accounting. Today, he supports Becker and Cheng Wealth Group with modelling and trading.
Having scored in the top one percentile in his Master of Business Administration’s graduating class, Edward has continued to elevate his education. He has completed the professional accounting designations (Certified Management Accountant, Chartered Professional Accountant) and is currently working toward the Chartered Financial Analyst (CFA) designation.
Edward likes to be active in the community; he volunteered for the Calgary Drop-In Centre, Inn from the Cold, and Brown Bagging for Calgary’s Kids. Since 2020, he has been volunteering on the board of directors for the Oi Kwan Foundation, which supports seniors in the community.
Associate
Aliza first joined RBC as part of a co-op program where she gained valuable experience as a client advisor. She has always been interested in financial planning, which became the focus of her Bachelor of Business Administration degree while she was studying at Mount Royal University.
After graduating in 2019, Aliza joined Becker and Cheng Wealth Group. Today, she supports our team with client service and administration; she expertly handles all client requests seamlessly and efficiently. Aliza is often the first point of contact – and the cheerful voice on the other side of the phone.
During her undergraduate career, Aliza volunteered with several educational groups, including the Women and Capital Markets. She is also the 2019 provincial champion for the CFA Societies of Canada Ethics Challenge.
In her spare time, Aliza enjoys the outdoors, whether it’s hiking, camping, skiing, or biking. She also loves spending quality time with friends and family.
Equipped with a business degree from Camosun College in Victoria, Maryann brought her keen interest in business to RBC Dominion Securities in 2014. With almost a decade of experience in financial services, she is known for her client-centred approach and acute attention to detail.
Since joining Becker and Cheng Wealth Group in 2022, Maryann has become an integral part of our operations. Supporting the team to help manage our complex structures as well as interface with client on a daily basis Maryann ensures that all client requests are handled in a timely manner. As someone who enjoys helping people, Maryann takes great pride in collaborating with our team to find the right solutions for our clients.
Maryann and her husband keep busy raising their two children. When she can, she likes spending time with her family outdoors; her two favourite outdoor activities are hiking and biking.
While attending Trinity Western University’s Bachelor of Business Administration (BBA) program, Jordan developed a passion for financial planning. After graduating in 2021, he joined RBC on the retail side where he diligently assisted clients with their day-to-day banking needs.
In 2022, Jordan joined Becker and Cheng Wealth Group, bringing with him his enthusiasm for finance and his desire to learn.
His experience in retail banking has given him an appreciation for excellent client service – a high standard that he strives to exceed with each interaction.
For Jordan, the most rewarding part of his role is being able to figure out what people wouldn’t know to ask and then helping them find the right solutions. He believes the best client experience comes from building personalized relationships.
When he’s not working, Jordan enjoys playing chess, playing badminton, and watching movies.
